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EverSource Wealth Advisors’s WEC Energy WEC Stock Holding History

EverSource Wealth Advisors’s Portfolio WEC Stock Details WEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$401K Sell
3,434
-1,150
-25% -$131K 0.01% 654
2026
Q1 		$531K Buy
4,584
+411
+10% +$46.2K 0.02% 585
2025
Q4 		$440K Buy
4,173
+1,358
+48% +$150K 0.02% 582
2025
Q3 		$323K Buy
2,815
+516
+22% +$55.9K 0.01% 693
2025
Q2 		$240K Buy
2,299
+562
+32% +$59.8K 0.01% 786
2025
Q1 		$189K Buy
1,737
+670
+63% +$68.4K 0.01% 682
2024
Q4 		$100K Buy
1,067
+96
+10% +$9.31K 0.01% 896
2024
Q3 		$93.4K Buy
971
+125
+15% +$11.1K 0.01% 813
2024
Q2 		$72.8K Buy
846
+39
+5% +$3.17K ﹤0.01% 922
2024
Q1 		$66.7K Buy
807
+267
+49% +$21.5K 0.01% 864
2023
Q4 		$45.4K Buy
540
+308
+133% +$25.4K ﹤0.01% 937
2023
Q3 		$18.7K Sell
232
-517
-69% -$44.9K ﹤0.01% 1152
2023
Q2 		$66.1K Buy
749
+61
+9% +$5.64K 0.01% 726
2023
Q1 		$65.2K Buy
688
+73
+12% +$6.76K 0.01% 685
2022
Q4 		$57.7K Buy
615
+151
+33% +$14K 0.01% 707
2022
Q3 		$42K Buy
464
+281
+154% +$28.7K 0.01% 680
2022
Q2 		$19K Sell
183
-323
-64% -$32.7K ﹤0.01% 848
2022
Q1 		$51K Sell
506
-76
-13% -$7.18K 0.01% 465
2021
Q4 		$57K Buy
+582
New +$53.2K 0.02% 402

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

EverSource Wealth Advisors's WEC Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its WEC Energy (WEC) stake by 25% in Q2 2026, selling an estimated $131K and leaving 3,434 shares worth $401K. The position accounts for 0.01% of the portfolio, ranked #654.

EverSource Wealth Advisors first reported a position in WEC in Q4 2021 and has held it in 19 quarters since. The position peaked at $531K in Q1 2026. 1,412 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • EverSource Wealth Advisors held 3,434 shares of WEC Energy worth $401K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,150 WEC Energy shares in Q2 2026, an estimated $131K.
  • WEC Energy made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #654 holding.
  • EverSource Wealth Advisors first reported a position in WEC Energy in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's WEC Energy position peaked at $531K in Q1 2026.
  • 1,412 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.